Project & Portfolio Management - Templates & Policies

Full-Form Business Case Presentation Template

Use this template to compile all essential elements of the business case in a presentable format.

Summary Business Case Presentation Template

Use this template for a short-form presentation of the business case that focuses on the key analysis.

Business Case Close-Out Form

Use the template to go through a checklist of activities that should happen and the accompanying sign-offs.

Transition Team Communications Template

Use the Transition Team Communications Template to capture and communicate the what, where, when, how, and whom of an organizational change initiative.

IT Steering Committee Charter

Use this template to create an IT steering committee charter.

Project Backlog Stakeholder Communications Template

Use this template to help structure your stakeholder outreach around backlog decisions in order to make this process more efficient and minimize resistance.

Project Backlog Operating Plan Template

Use this template to develop your long-term project backlog management operating strategy.

PPM Solution Project Charter Template

Use this template to create a project charter for your PPM solution selection and implementation project.

PPM Implementation Work Breakdown Structure

Use this template to create a work breakdown structure for your PPM solution selection and implementation project.

PPM Solution RFP Template

Use this template to create a request for proposal (RFP) document to be used in the selection process of this project.
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